Eugene Nacci
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Citigroup Global Markets Inc.Sep 2025 to now
- CitigroupSep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Aug 2025
- Oppenheimer & Co. IncDec 2018 to Dec 2019
- Capital Asset Advisory ServicesNov 2017 to Dec 2018
- Three Sixty Wealth ManagementSep 2017 to Dec 2018
- Fidelity Brokerage Services LLCNov 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5344091
- Firm CRD
- 7059